Mitchell Mahoney is a financial advisor at Kestra Advisory with nine years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Cambridge Investment Research, Symphony Financial, and Virginia Tech. Outside of his advisory role, he is also an independent insurance agent. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, benchmarking, employee education, and advisor-managed accounts, serving a wide range of investors including large institutional clients.

Jacob Niemeyer is a financial advisor with Valic Financial Advisors in Arlington, VA, holding a Series 66 credential and four years of industry experience. Prior to his advisory role, he worked with the Fredericksburg Nationals in a statistical capacity. Outside of his advisory work, Niemeyer serves as a DakStats operator for the Fredericksburg Nationals during evenings and weekends. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high-net-worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of advisors and employs a technology-driven approach to client service.

Joanna Biernacka Lievestro is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. She previously worked for The Pew Charitable Trusts for eleven years before joining First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and several wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to create and manage model portfolios.

John Brosnahan is a financial advisor with VOYA Financial Advisors, Inc. based in Fairfax, VA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and third-party money manager access, combining in-house and external strategists with technology-enabled tools to support client investment decisions.

Victoria Harrell is a financial advisor at Hightower Advisors with eight years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Savant Wealth Management, Yeske Buie, RBC Capital Markets, and Morgan Stanley. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Diane Kessler is a Series 66-licensed financial advisor at Citigroup Global Markets with 27 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and specialized market roles.

James De Lucas is a CFP® professional with five years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has prior experience at Hemington Wealth Management, Yeske Buie Inc., and Virginia Tech. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Donald Lord is a CFP® with 22 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Prior to this, he spent 25 years with The Family Firm, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a disciplined investment approach centered on asset allocation across third-party independent managers, supported by a formal due-diligence process and proprietary investment vehicles.

Samantha Josselyn is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at CFI Financial Advisors and engagement with educational institutions such as Virginia Tech and local schools. She has also volunteered with Long Branch Ocean Rescue. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, offering customized wealth management services with an investment approach that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Jenny Kim is a Series 65-licensed financial advisor with Chevy Chase Trust Company and has one year of industry experience. Prior to joining Chevy Chase Trust in 2025, she worked for 14 years at CST Group CPA's. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, providing investment management, trust, financial planning, and custody services. The firm employs a thematic investment approach that emphasizes longer-term holdings and integrates fiduciary trust and custody functions with active portfolio management.

Patrick Mcclintock is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has been associated with SunTrust-affiliated firms since 2007. Outside of his advisory role, he works as an Uber driver. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and fiduciary support, employs a mix of discretionary and non-discretionary manager relationships, and integrates AI-enabled research tools alongside inter-affiliate resources.

Matthew Dawson is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Edward Jones, Prudential Insurance Company of America, and M&T Bank. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, predominantly non-discretionary solutions across various program types.

Maria Zoubroulis is a financial advisor with Truist Advisory Services in Reston, VA, holding a Series 66 designation and four years of industry experience. She has previously worked at Truist Investment Services, Truist Financial, and Citizens Bank. Outside of her advisory role, she is involved in a small coffee roasting business, assisting with administrative tasks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Matthew Marquez is a financial advisor with TIAA-CREF in Fairfax, VA, holding a Series 66 designation and 10 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management under a fiduciary standard and also acts as adviser to a donor-advised fund.

Cornelius David is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, he operated David Wealth Management, LLC for five years. Outside of his advisory work, Mr. David is an academic coach for Private Prep and an opera singer at the John F. Kennedy Center for the Performing Arts. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Henry Keegan is a financial advisor at Steward Partners Investment Advisory, LLC in Bethesda, MD, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at firms including Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

John Beaty Jr. is a Series 65-registered advisor with Brown Advisory in Bethesda, MD, bringing 35 years of industry experience. He has worked at Beaty Haynes & Patterson, Inc. since 1990. Brown Advisory manages approximately $124.3 billion for institutional and private clients, offering discretionary portfolio management, strategic advisory, family office services, and private fund sponsorship. The firm employs a bottom-up, fundamental research approach across equity and fixed-income strategies and integrates active, passive, and sustainable investing methods.

Mark Cecil is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Acacia Financial Group, AFP Group, and United Wealth Advisors Group. He is also licensed as an independent insurance agent, primarily selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, and retirement plan advisory, utilizing various model portfolios and third-party managers to build customized investment solutions.

Lauren Woodward is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. She has worked at Kaplan Financial Group and Virginia Tech, with prior roles in public education and local government parks and recreation. Woodward is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets, offering a broad platform including managed-account programs, third-party asset manager access, and custody services.

Steven Trax is a CFP® with 22 years of industry experience. He has worked at MAI Capital Management, LLC since 2019 and previously spent 12 years at Mtx Wealth Management, LLC, as well as three years at SFX Financial Advisory Management Enterprises Inc. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides customized portfolio management using various strategies and implementation methods tailored to client objectives.